Janet Robinson, financial advisor Westlake Village CA
93 score

Janet Robinson

CRD Number: 1260217
Current Firm: Wells Fargo Advisors Financial Network, LLC

Janet Robinson (CRD# 1260217) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Westlake Village, CA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors Financial Network LLC Westlake Village, CA May 2009 - Current 7
Wachovia Securities Financial Network, LLC Westlake Village, CA Mar 2004 - May 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1984
S65 NASAA Investment Advisors Law Examination May 1996
Contact Info for Janet M. Robinson
Phone Number: 314-875-3000
Firm Website: http://www.wachovia.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    38,415
    MILLIONS
  • Total Number of Accounts
    131,465
    ACCOUNTS
  • Average Account Value
    $292,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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